Dumont & Blake Investment Advisors’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Dumont & Blake Investment Advisors’s Portfolio LQD Stock Details LQD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$235K	Sell	2,153 -135	-6%	-$14.7K	0.05%	179
2026 Q1	$249K	Sell	2,288 -20	-0.9%	-$2.21K	0.06%	171
2025 Q4	$254K	Hold	2,308	–	–	0.06%	174
2025 Q3	$257K	Hold	2,308	–	–	0.06%	175
2025 Q2	$253K	Hold	2,308	–	–	0.07%	172
2025 Q1	$251K	Hold	2,308	–	–	0.07%	169
2024 Q4	$247K	Hold	2,308	–	–	0.07%	174
2024 Q3	$261K	Sell	2,308 -2,310	-50%	-$256K	0.07%	178
2024 Q2	$495K	Buy	4,618 +2,309	+100%	+$246K	0.07%	177
2024 Q1	$251K	Hold	2,309	–	–	0.07%	178
2023 Q4	$256K	Sell	2,309 -140	-6%	-$14.6K	0.08%	169
2023 Q3	$250K	Buy	2,449 +19	+0.8%	+$2K	0.08%	161
2023 Q2	$263K	Sell	2,430 -10	-0.4%	-$1.08K	0.09%	163
2023 Q1	$267K	Sell	2,440 -640	-21%	-$69.3K	0.09%	164
2022 Q4	$325K	Sell	3,080 -55	-2%	-$5.76K	0.12%	150
2022 Q3	$321K	Hold	3,135	–	–	0.12%	147
2022 Q2	$345K	Hold	3,135	–	–	0.11%	152
2022 Q1	$379K	Hold	3,135	–	–	0.1%	166
2021 Q4	$415K	Hold	3,135	–	–	0.11%	148
2021 Q3	$417K	Hold	3,135	–	–	0.12%	144
2021 Q2	$421K	Hold	3,135	–	–	0.12%	143
2021 Q1	$408K	Sell	3,135 -15	-0.5%	-$2K	0.13%	142
2020 Q4	$435K	Hold	3,150	–	–	0.15%	128
2020 Q3	$424K	Sell	3,150 -305	-9%	-$41.6K	0.16%	124
2020 Q2	$465K	Hold	3,455	–	–	0.19%	116
2020 Q1	$427K	Hold	3,455	–	–	0.22%	111
2019 Q4	$442K	Hold	3,455	–	–	0.17%	132
2019 Q3	$440K	Sell	3,455 -30	-0.9%	-$3.78K	0.19%	130
2019 Q2	$433K	Hold	3,485	–	–	0.18%	129
2019 Q1	$415K	Hold	3,485	–	–	0.18%	129
2018 Q4	$393K	Hold	3,485	–	–	0.18%	127
2018 Q3	$401K	Hold	3,485	–	–	0.16%	141
2018 Q2	$399K	Hold	3,485	–	–	0.17%	138
2018 Q1	$409K	Sell	3,485 -50	-1%	-$5.91K	0.17%	134
2017 Q4	$430K	Hold	3,535	–	–	0.17%	136
2017 Q3	$429K	Hold	3,535	–	–	0.18%	131
2017 Q2	$426K	Hold	3,535	–	–	0.19%	131
2017 Q1	$417K	Hold	3,535	–	–	0.19%	134
2016 Q4	$414K	Hold	3,535	–	–	0.19%	131
2016 Q3	$435K	Sell	3,535 -25	-0.7%	-$3.08K	0.21%	126
2016 Q2	$437K	Sell	3,560 -50	-1%	-$6K	0.22%	122
2016 Q1	$429K	Hold	3,610	–	–	0.22%	121
2015 Q4	$412K	Hold	3,610	–	–	0.21%	126
2015 Q3	$419K	Hold	3,610	–	–	0.23%	120
2015 Q2	$418K	Hold	3,610	–	–	0.2%	121
2015 Q1	$439K	Hold	3,610	–	–	0.21%	120
2014 Q4	$431K	Hold	3,610	–	–	0.21%	120
2014 Q3	$427K	Sell	3,610 -70	-2%	-$8.32K	0.22%	123
2014 Q2	$439K	Hold	3,680	–	–	0.22%	124
2014 Q1	$430K	Hold	3,680	–	–	0.22%	122
2013 Q4	$420K	Hold	3,680	–	–	0.22%	121
2013 Q3	$418K	Buy	+3,680	New	+$416K	0.2%	126

Other funds holding LQD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

Dumont & Blake Investment Advisors's LQD Position: Q2 2026 in Review

Dumont & Blake Investment Advisors reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 5.9% in Q2 2026, selling an estimated $14.7K and leaving 2,153 shares worth $235K. The position accounts for 0.05% of the portfolio, ranked #179.

Dumont & Blake Investment Advisors first reported a position in LQD in Q3 2013 and has held it in 52 quarters since. The position peaked at $495K in Q2 2024. 1,111 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

Dumont & Blake Investment Advisors held 2,153 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $235K as of Q2 2026.
Dumont & Blake Investment Advisors sold 135 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $14.7K.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.05% of Dumont & Blake Investment Advisors's portfolio in Q2 2026, its #179 holding.
Dumont & Blake Investment Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q3 2013 and has held it in 52 quarters since.
Dumont & Blake Investment Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $495K in Q2 2024.
1,111 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Dumont & Blake Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.